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CAS · CustomizationSample data
Distinguish income and expense categories by their icons and colors. The sequence also shows a Bank account in USD and an EUR currency with a name, symbol and color, using sample data.

Custom expense categories and accounts

Customization

Build a setup that makes sense to you. Organize accounts, categories and currencies with names, colors and icons you recognize when recording transactions.

A recognizable setup makes record keeping easier. Define the accounts and categories you need and keep their currencies distinct so you can find the right option when recording income or expenses.

Start with CAS

How to use Customization

  1. Organize accounts and currencies

    CAS · CustomizationSample data
    The sample Bank account uses USD; its name and currency remain identifiable when recording transactions.

    Identify where you record money, such as cash or a bank account, and associate each account with its currency.

  2. Create recognizable categories

    CAS · CustomizationSample data
    The Groceries category combines a name, Expense type, color and icon, following the CAS form.

    Group income and expenses under names that make sense to you. Use category colors and icons to tell them apart.

  3. Use the setup in your records

    CAS · CustomizationSample data
    For a new expense, select Bank as the account and Groceries as the category. They are separate fields in one record.

    Select the relevant account and category for each transaction. Review those choices when your needs change.

Accounts and categories answer different questions

An account identifies where you record money. A category explains where income comes from or what spending is for: a grocery expense can belong to either Bank or Cash.

Currencies keep their identity in the records. Account, category and currency limits depend on your plan; customization does not mean unlimited entries.

Questions about Customization

Is an account the same as a category?

No. An account locates the money record; a category describes the purpose of income or spending. Transactions use both.

Can I change names, colors and icons?

Yes. Customization lets you adjust account and category presentation so they are easy to recognize.

Can I create unlimited options?

Available quantities depend on your plan. Check the customization limits shown in CAS before adding more options.

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